I chat with Anthony, Director at Verge Labs, on the open-source revolution, how we should frame the conversation around ethics and potentially optimistic viewpoint as artificial intelligence evolves.
Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activity should be undertaken without first seeking qualified and professional advice.
An underweight position across private markets, predicated on a view that geopolitics and inflation mean interest rates are not coming down any time soon, has positioned the New Jersey Division of Investment with plenty of dry powder and a cash position four times the policy allocation. It is now readying for opportunities in private equity secondaries and with emerging managers. Chief investment officer Shoaib Khan spoke to Top1000funds.com.
Against a backdrop of geopolitical tumult, Mercer’s Phil Edwards outlines four developments investors will need to consider when building and adjusting their portfolios for the year ahead.
Calling sterling correctly ahead of Brexit and sitting patiently in large caps are key components of Wellcome Trust’s success, which means more money for fighting drug-resistant infections.
Malaysia’s KWAP fund for public officials will further diversify its asset allocation in the year ahead, increasing investment in alternatives; it will also continue to pursue sharia compliance.
Canada’s OPTrust has impressive stats. In 2015, it returned 8 per cent and remained fully funded. Its plans for the year ahead include infrastructure, hedge funds and managing even more in-house.
A struggling pension fund for Kentucky employees has cut back on hedge funds while remaining averse to long-term risk and hopeful of a better climate for US equities to help it recover.
The link between better governance and stronger returns lies somewhere between faith and fact; however, in a historically tough climate, the argument for best practice seems overwhelming.
Top1000funds.com is the market leading news and analysis site for the world’s largest institutional investors. It focuses on leading the global investment industry to continuous improvement through case studies of best practice in governance and decision making, portfolio construction and efficient portfolio management, fees and costs, and sustainable investing.
The publication pushes the industry to question whether status quo processes and behaviours to tackle risks and opportunities will be sufficient in the future, and actively campaigns for diversity, sustainability, transparency, innovation and better alignment of fees in the investment industry.
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